13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001550057
申報總市值
US$22.9億
US$22.9億
247 檔
34.1%
Goelzer Investment Management, Inc. 在 Q3 2025 季度的美股部位總計估值為 US$22.9億，分散於 247 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Goelzer Investment Management, Inc. 於 Q3 2025 季度持續回收資金，對 30 個既有部位進行裁減並清倉 2 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Goelzer Investment Management, Inc. 的前 5 大核心持股（包含 LLY, IVV, SLYV 等）合計佔整體申報市值的 34.1%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 247 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | 股票-醫療保健 | 22.02% | +4.06% | -2.36% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 9.13% | +0.12% | +0.16% | |
| 3 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 4.13% | -1.84% | -0.79% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.84% | +0.11% | -6.05% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.30% | -0.10% | -1.03% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | -0.20% | -0.34% | |
| 7 | JMTG | Mortgage-backed Securities | ETF-其他 | 2.10% | -0.24% | +1.96% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.99% | -0.04% | -0.04% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.88% | +0.31% | -0.86% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.23% | +0.07% | -1.07% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.09% | +0.10% | -0.83% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.07% | -0.01% | -0.46% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.02% | +0.03% | -1.30% | |
| 14 | ETN | Eaton Corporation plc | 股票-工業 | 0.98% | +0.04% | -1.31% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.96% | -0.39% | -1.41% | |
| 16 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.88% | -0.12% | +1.30% | |
| 17 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.76% | -0.20% | -1.06% | |
| 18 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.76% | -0.10% | +0.31% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.74% | +0.01% | +20.57% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.72% | -0.10% | +3.70% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工業 | 0.72% | -0.21% | -1.49% | |
| 22 | NI | Nisource Inc | 股票-公用事業 | 0.70% | -0.06% | -2.56% | |
| 23 | QCOM | Qualcomm Inc | 股票-科技 | 0.70% | +0.12% | -1.87% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.69% | -0.28% | -1.34% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.62% | -0.01% | -1.74% | |
| 26 | CAT | Caterpillar Inc | 股票-工業 | 0.61% | +0.20% | -0.80% | |
| 27 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.61% | -0.08% | -0.67% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.58% | -0.13% | +0.22% | |
| 29 | USB | US Bancorp | 股票-金融 | 0.57% | — | -1.51% | |
| 30 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.56% | -0.05% | -1.68% | |
| 31 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.56% | -0.01% | -0.74% | |
| 32 | WMT | Walmart Inc | 股票-非循環性消費 | 0.56% | -0.22% | +23.53% | |
| 33 | ENB | Enbridge Inc | 股票-能源 | 0.55% | -0.06% | -1.86% | |
| 34 | ADI | Analog Devices Inc | 股票-科技 | 0.54% | +0.06% | -1.98% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | -0.06% | -1.65% | |
| 36 | TEL | TE Connectivity plc | 股票-科技 | 0.52% | -0.07% | -24.52% | |
| 37 | ETR | Entergy CORP | 股票-公用事業 | 0.52% | -0.04% | -1.65% | |
| 38 | PFG | Principal Financial Group | 股票-金融 | 0.51% | +0.02% | -2.30% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.50% | -0.01% | -0.48% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.49% | -0.09% | +0.28% | |
| 41 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.49% | +0.20% | -0.25% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | -0.01% | -0.73% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.45% | -0.05% | -1.05% | |
| 44 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.45% | +0.08% | +0.88% | |
| 45 | AEP | American Electric Power | 股票-公用事業 | 0.44% | -0.05% | -2.18% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.44% | +0.15% | -2.03% | |
| 47 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.44% | -0.12% | -0.09% | |
| 48 | MCK | Mckesson CORP | 股票-醫療保健 | 0.44% | -0.10% | -0.89% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.44% | -0.04% | -1.80% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.43% | +0.01% | -1.54% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | -0.86% | 加碼 |
| 2 | IVV | Ishares Core S&p 500 ETF | +1% | +0.16% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.5% | -0.34% | 減碼 |
| 4 | NVDA | Nvidia CORP | +0.4% | -0.46% | 減碼 |
| 5 | JPM | Jpmorgan Chase & Co | +0.4% | -0.83% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | -1.07% | 減碼 |
| 7 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.3% | -0.79% | 加碼 |
| 8 | ETN | Eaton Corporation plc | +0.2% | -1.31% | 減碼 |
| 9 | ANET | Arista Networks Inc | +0.2% | -0.89% | 減碼 |
| 10 | CAT | Caterpillar Inc | +0.1% | -0.80% | 減碼 |
| 11 | JMST | JPM Ultra-short Muni Income | +0.1% | +10.63% | 加碼 |
| 12 | SCHF | Schwab Intl Equity ETF | +0.1% | -1.03% | 減碼 |
| 13 | WMT | Walmart Inc | +0.1% | +23.53% | 加碼 |
| 14 | ABBV | Abbvie Inc | +0.1% | +20.57% | 加碼 |
| 15 | WSM | Williams-sonoma Inc | +0.1% | -1.07% | 加碼 |
| 16 | GD | General Dynamics CORP | +0.1% | -1.18% | 加碼 |
| 17 | GLW | Corning Inc | +0.1% | -3.00% | 減碼 |
| 18 | KLAC | Kla CORP | +0.1% | -0.88% | 減碼 |
| 19 | KO | Coca-cola Co/the | +0.1% | +69.47% | 加碼 |
| 20 | SWK | Stanley Black & Decker Inc | +0.1% | -2.69% | 加碼 |
| 21 | BAC | Bank Of America CORP | +0.1% | -1.74% | 減碼 |
| 22 | CFG | Citizens Financial Group | +0.1% | -1.79% | 減碼 |
| 23 | ADI | Analog Devices Inc | 0% | -1.98% | 減碼 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.48% | 減碼 |
| 25 | AMZN | Amazon.com Inc | 0% | -0.67% | 加碼 |
| 26 | TEL | TE Connectivity plc | 0% | -24.52% | 減碼 |
| 27 | IJR | Ishares Core S&p Small-cap E | 0% | -1.30% | 減碼 |
| 28 | AAPL | Apple Inc | — | -0.04% | 減碼 |
| 29 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -6.05% | 減碼 |
| 30 | ISRG | Intuitive Surgical Inc | -0.1% | -78.29% | 減碼 |
| 31 | EMN | Eastman Chemical Co | -0.1% | -43.66% | 減碼 |
| 32 | ULTA | Ulta Beauty Inc | -0.2% | -3.62% | 減碼 |
| 33 | IQV | Iqvia Holdings Inc | -0.2% | -75.59% | 減碼 |
| 34 | BMY | Bristol-myers Squibb Co | -0.2% | -2.55% | 減碼 |
| 35 | XOM | Exxon Mobil CORP | -0.2% | -1.41% | 減碼 |
| 36 | BWA | Borgwarner Inc | -0.2% | -16.12% | 減碼 |
| 37 | APD | Air Products & Chemicals Inc | -0.2% | -2.53% | 減碼 |
| 38 | MUNI | Pimco Intermediate Municipal | -0.2% | -14.12% | 減碼 |
| 39 | QCOM | Qualcomm Inc | -0.3% | -1.87% | 減碼 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -0.03% | 減碼 |
| 41 | PEP | Pepsico Inc | -0.3% | -28.64% | 減碼 |
| 42 | LLY | Eli Lilly & Co | -4.3% | -2.36% | 減碼 |
| 43 | JMTG | Mortgage-backed Securities | — | NEW | 新建倉 |
| 44 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | 新建倉 |
| 45 | APTV | Aptiv PLC | — | NEW | 新建倉 |
| 46 | UNM | Unum Group | — | NEW | 新建倉 |
| 47 | LRCX | Lam Research CORP | — | NEW | 新建倉 |
| 48 | NFLX | Netflix Inc | — | NEW | 新建倉 |
| 49 | BAH | Booz Allen Hamilton Holdings | — | EXIT | 清倉 |
| 50 | PII | Polaris Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Goelzer Investment Management, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$22.9億，共申報了 247 個公開持股部位。
在 Q3 2025 季度，Goelzer Investment Management, Inc. 按市值排列的前三大核心持股分別為：LLY (22.0%)、IVV (9.1%)、SLYV (4.1%)。其中最大持股部位 LLY 佔據整體投資組合約 22.0% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
JMTG
市值: US$3963.2萬
本季最大獲利了結 / 清倉標的
BAH
前期市值: US$140.9萬
在 Q3 2025 季度中，Goelzer Investment Management, Inc. 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 12 個部位、減碼 30 個部位以及清倉 2 個部位。 其中最大新建倉標的為 JMTG。 本季清倉部位包含 BAH。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。